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Hartford Small Company HLS IA (HIASX)

16.41
+0.29
+(1.80%)
At close: 8:08:49 AM EDT

Fund Summary

The fund seeks its objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. Under normal circumstances, its sub-adviser, Wellington Management Company LLP, invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. The manager defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

Hartford Small Company HLS IA

Hartford, CT 06104-2999
P O Box 2999
860-297-6443

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 410.96M
YTD Return -1.86%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1998

Fund Operations

Last Dividend 0.02
Last Cap Gain 4.00
Holdings Turnover 41.00%
Average for Category --

Fees & Expenses

Expense HIASX Category Average
Annual Report Expense Ratio (net) 0.80% 1.21%
Prospectus Net Expense Ratio 0.80% --
Prospectus Gross Expense Ratio 0.80% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ranjit Ramachandran, Managing Director and Equity Research Analyst of Wellington Management. Mr. Ramachandran joined Wellington Management as an investment professional in 2014.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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